Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Enrichment
What is Enrichment in Bonzo? Enrichment in Bonzo is a dynamic feature designed to enhance your CRM experience by automatically updating and enriching the contact details of your prospects, specific...
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Tokens: Outreach Strategies
This guide introduces the concept of "segments," their role in messaging, and how they interact with the token system. We encourage you to review your current outbound strategy to ensure your messa...
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Arive: FAQ & Troubleshooting
The following provides details about our LOS Arive Integration. Arive is a specialized application designed to help mortgage lenders streamline the loan origination process. It automates tasks like...
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Integrations: MMI Enhanced Webhook
Integrating Bonzo with M.M.I. (Mobility Market Intelligence) can significantly enhance your workflow and data management. The M.M.I. Enhanced Webhook allows you, with the click of a button, to push...
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People: Quick Action Toolbar
The Quick Action Toolbar enables you to efficiently manage the contacts in your database. It offers straightforward options to move contacts between campaigns and pipelines, initiate broadcast mess...
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EIN Number: Why do we request it? Where can I find it?
Are you curious to know why we ask for your company's EIN number? Let us explain. One thing we are diligent about is ensuring that your text messages and calls get to your Prospects. In order for ...
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Broadcasts: Tips and Best Practices
Broadcasting is one of the core features of Bonzo, allowing you to gather a list of individuals and send them customized messages. Here are some helpful tips and tricks when it comes to using the b...
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Pipelines: Editing Your Pipeline
Click on the Pipeline tab on the left menu Click on the white Options button on the right Click on Manage Stages OR you can edit by: Clicking on the three dots next to any stage Cli...
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Campaigns: Settings
In Bonzo, you have the flexibility to configure settings globally by navigating to the "Options" dropdown on your campaigns homepage, or fine-tune settings for each campaign individually. Let's div...
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LOS Integrations: LendingPad & Encompass
The following contains information pertaining to our LOS LendingPad and Encompass integrations. These LOS applications aid mortgage lenders in streamlining the loan origination process. They automa...